DRD

Dennis R. Delaney Portfolio holdings

AUM $195M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.1M
AUM Growth
+$279K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$279K
2 +$219K
3 +$208K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$108K
5
AAPL icon
Apple
AAPL
+$97.9K

Top Sells

1 +$319K
2 +$317K
3 +$207K
4
COL
Rockwell Collins
COL
+$202K
5
CVX icon
Chevron
CVX
+$170K

Sector Composition

1 Healthcare 26.39%
2 Technology 18.74%
3 Industrials 17.32%
4 Consumer Staples 11.5%
5 Energy 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,370